Addressing 360° of Your Financial Landscape
At The DeMinno CPA Firm, PC, we have long been committed to helping business owners, professionals, and families to pursue a prosperous financial future by serving as a trusted and experienced wealth management advocate. Our goal is to coordinate your strategies and simplify your financial needs so you can focus on your passions and goals.
From wealth management, tax preparation, IRS audit representation, QuickBooks consulting and business services, our diverse slate of services and dynamic team of professionals stand out from the majority of conventional firms. Our interdisciplinary approach is designed to address your varied financial needs, goals, and dreams, wherever life may lead you along the way.
Headquarters based in New City, New York, Rockland County, we serve clients across the globe, primarily in the Tri-State area. Additionally, we have a location in Palm Beach County, Florida. We invite you to contact us today for a complimentary consultation to see how we may be able to help you.
From building your portfolio to evaluating your retirement needs, we help to synthesize your various financial obligations, personal goals, and future dreams into cohesive strategies.Learn More
Implementing tax strategies year-round can help abate Uncle Sam’s appetite. Guiding you through a full range of services, we help you determine opportunities for mitigating taxes.Learn More
From bookkeeping to succession planning, your business requires dynamic solutions. We strive to serve as your lifelong advocate, undertaking your business’ accounting needs.Learn More
Making the most of surprises is a great reason to work with us.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
One way to find money is to examine your current spending habits and eliminate money wasters.
A four-step framework for building a personal legacy.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.
Taking your Social Security benefits at the right time may help maximize your benefit.